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“A 1GW datacenter requires 50,000 tons of copper, with copper already projected to be in shortage even without AI demand.”
@chamath
Copper is structurally short as AI datacenter buildout creates demand that dwarfs existing projections.
COPPERLONG@ $6.32
$6.48+2.47%
since call Jun 23
peak +5.6%
“Compute resolves to energy capacity and contracts, and the raw materials.”
@chamath
Permitted, contracted power is the scarcest AI input, and on-site fuel cell providers win as grid opposition grows.
BELONG@ $332.31
$205.77-38.08%
since call Jun 23
“DRAM 5x in 5 years”
@chamath
DRAM demand is projected to 5x in 5 years with no TSMC-equivalent supply concentration, giving memory makers sustained pricing power.
MULONG@ $1,057.08
$810.64-23.31%
since call Jun 23
“High-quality 'old tech', Amazon, Meta, Microsoft, is being overlooked in the rush to the new new thing, an echo of Berkshire during the dot-com bubble.”
@chamath
MSFT is beaten-down "old tech" with deep regulatory moats, overlooked during the rush to pure-play AI names.
MSFTLONG@ $377.12
$471.25+24.96%
since call Jun 23
peak +25.0%
“"Analytical SaaS is over."”
@chamath
Analytical SaaS is structurally over as AI models replace the query and analytics layer, destroying the profit pool.
SNOWSHORT@ $235.65
$291.73-23.80%
since call Jun 23
“Defensible profit dollars are at the layer of the silicon, because it's just extremely difficult and very hard to actually make these things.”
@chamath
Silicon is the only AI layer that can't be distilled or commoditized, making GPU chip leaders durable long-term winners.
NVDALONG@ $199.03
$199.08+0.02%
since call Jun 23
peak +5.9%
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